RWP
Ridgecrest Wealth Partners’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
16,159
+3,161
| +24% | +$421K | 1.14% | 20 |
|
|
2025
Q1 | $1.68M | Buy |
12,998
+3,760
| +41% | +$485K | 0.88% | 27 |
|
|
2024
Q4 | $1.18M | Buy |
9,238
+123
| +1% | +$15.7K | 0.64% | 32 |
|
|
2024
Q3 | $1.17M | Buy |
9,115
+685
| +8% | +$87.8K | 0.61% | 35 |
|
|
2024
Q2 | $1,000K | Buy |
8,430
+1,310
| +18% | +$155K | 0.6% | 35 |
|
|
2024
Q1 | $861K | Buy |
7,120
+1,775
| +33% | +$215K | 0.51% | 43 |
|
|
2023
Q4 | $597K | Sell |
5,345
-2,025
| -27% | -$226K | 0.39% | 49 |
|
|
2023
Q3 | $761K | Hold |
7,370
| – | – | 0.53% | 39 |
|
|
2023
Q2 | $782K | Hold |
7,370
| – | – | 0.52% | 38 |
|
|
2023
Q1 | $778K | Buy |
7,370
+460
| +7% | +$48.5K | 0.55% | 38 |
|
|
2022
Q4 | $748K | Sell |
6,910
-350
| -5% | -$37.9K | 0.57% | 36 |
|
|
2022
Q3 | $689K | Hold |
7,260
| – | – | 0.56% | 40 |
|
|
2022
Q2 | $738K | Hold |
7,260
| – | – | 0.54% | 39 |
|
|
2022
Q1 | $815K | Sell |
7,260
-330
| -4% | -$37K | 0.52% | 42 |
|
|
2021
Q4 | $851K | Buy |
7,590
+3,170
| +72% | +$355K | 0.41% | 51 |
|
|
2021
Q3 | $457K | Buy |
4,420
+837
| +23% | +$86.5K | 0.25% | 73 |
|
|
2021
Q2 | $375K | Buy |
3,583
+1,183
| +49% | +$124K | 0.23% | 75 |
|
|
2021
Q1 | $243K | Buy |
+2,400
| New | +$243K | 0.23% | 75 |
|